Natural Investments
Natural Investments (CRD# 113348) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,803,328,608 in 4,764 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management1,803MILLION
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Total Number of Accounts4,764ACCOUNTS
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Average Account Value$378,532
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
Malaika Maphalala (CRD# 5675926) is an Investment Advisor Representative working at Natural Investments in Oregon City, OR and has over 15 years of experience in the finance industry.
Sylvia Panek (CRD# 6530637) is an Investment Advisor Representative working at Natural Investments in Chicago, IL and has over 8 years of experience in the finance industry.
Christopher Peck (CRD# 4527203) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 24 years of experience in the finance industry.
Amy Pender (CRD# 5869001) is an Investment Advisor Representative working at Natural Investments in Hopewell Junction, NY and has over 13 years of experience in the finance industry.
Kate Poole (CRD# 6994789) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 6 years of experience in the finance industry.
Scott Secrest (CRD# 1858986) is an Investment Advisor Representative working at Natural Investments in Arroyo Grande, CA and has over 33 years of experience in the finance industry.
Eric Smith (CRD# 1495628) is an Investment Advisor Representative working at Natural Investments in Seattle, WA and has over 37 years of experience in the finance industry.
Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY. She has over 3 years of experience in the finance industry.
Maria Koerner (CRD# 7870135) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has 1 year of experience in the finance industry.
Nonkululeko Maphalala (CRD# 7546613) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 2 years of experience in the finance industry.